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Tax and Financial Services

We offer a guaranteed* up front price.


The benefits of a proper retirement plan include tax planning.  Butler Thompson Lee offers retirement planning for our clients that includes on going tax planning.  You may create a retirement plan with an advisor but that is only one element to your overall financial picture.

The transition to retirement should be peaceful and many retirees want to spend time doing what they love not worrying about financial issues.  With the proper financial and tax plan in place through Butler Thompson Lee your transition to retirement will be peaceful.

Whether you are nearing retirement or just getting started we are happy to sit down with you and help create a plan that will help provide you with the tools that you need to retire stress free. 

We offer a free consultation that will allow you to get a better idea of the services we provide and the service that we offer to our clients. 



Benefits of Proper Planning